See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,108 | $159,901-73.7% | $146,958-71.3% | $145,922-71.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.10% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,306 | $5,286-37.5% | $4,933-33.0% | $4,660-29.0% |
| Participant deferral / active EE | $13,094 | $8,428+55.4% | $8,070+62.3% | $6,688+95.8% |
| Admin fee / account holder | $1,379 | $15,044-90.8% | $12,998-89.4% | $13,397-89.7% |